Overview
The Company: Alternative Investment Manager focused on Special Situations with over $4B of AUM.
Job title: Marketing Analyst
Responsibilities
Prepare and distribute monthly investor communications, including performance updates and firm highlights.
Maintain and update marketing materials, pitchbooks, performance summaries, and capital call collateral.
Coordinate updates across third-party platforms, consultant databases, and investor portals.
Support RFIs, DDQs, and other investor due diligence requests.
Assist with materials and talking points for monthly investor calls.
Identify and research prospective LPs; support targeted outreach and meeting scheduling.
Maintain accurate investor records and engagement tracking.
Manage investor inquiries and ensure timely, documented responses.
Develop expertise in internal data and reporting systems to support recurring and ad hoc investor reporting.
Produce and reconcile investor performance reports in partnership with finance and operations.
Support improvements to reporting automation and visualization capabilities.
Qualifications
3-5+ years of related Investment management experience
Detail-oriented, analytical, and accountable, with strong ownership of work product and problem-solving responsibilities.
Collaborative, proactive team player with strong communication skills and the ability to manage LP relationships and workflows effectively.
Exceptionally organized and deadline-driven, able to juggle multiple priorities in a fast-paced environment.
Advanced Excel proficiency required; experience with VBA, coding, or AI tools is a plus.
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Job title: Marketing Analyst
Responsibilities
Prepare and distribute monthly investor communications, including performance updates and firm highlights.
Maintain and update marketing materials, pitchbooks, performance summaries, and capital call collateral.
Coordinate updates across third-party platforms, consultant databases, and investor portals.
Support RFIs, DDQs, and other investor due diligence requests.
Assist with materials and talking points for monthly investor calls.
Identify and research prospective LPs; support targeted outreach and meeting scheduling.
Maintain accurate investor records and engagement tracking.
Manage investor inquiries and ensure timely, documented responses.
Develop expertise in internal data and reporting systems to support recurring and ad hoc investor reporting.
Produce and reconcile investor performance reports in partnership with finance and operations.
Support improvements to reporting automation and visualization capabilities.
Qualifications
3-5+ years of related Investment management experience
Detail-oriented, analytical, and accountable, with strong ownership of work product and problem-solving responsibilities.
Collaborative, proactive team player with strong communication skills and the ability to manage LP relationships and workflows effectively.
Exceptionally organized and deadline-driven, able to juggle multiple priorities in a fast-paced environment.
Advanced Excel proficiency required; experience with VBA, coding, or AI tools is a plus.
#J-18808-Ljbffr